Headline: "KOSPI opened Aug 4 up 1.5% at 6,351, tracking Wall Street's Monday rally" (BusinessKorea, Aug 4 2026). US markets extended gains Tuesday with AMD earnings due after the close, and Korea's semiconductor-heavy index typically follows a strong overnight US tape, favoring a higher next session into Aug 5. The medium-term trend is sharply down, so this is a low-conviction momentum call.